Client Success Coordinator

Company: Anderson Business Advisors
Location: Draper
Posted on: June 9, 2021

Job Description:

Anderson Business Advisors is a planning and consulting firm with a focus on providing high-quality services to real estate investors, stock traders, and business owners. Services provided focus on Asset Protection, Estate Planning, and Tax Planning. We are looking for a talented Client Success Coordinator to join our growing company.Our company's Values are: Integrity | Resilient | Driven | Innovative | ConscientiousStarting salary is $40k - $45k (based on experience).What to Expect:Client Success Coordinators will be responsible for onboarding the client and the follow-through to complete the fulfillment process. As the main point of contact, the Law Coordinator will assist with answering questions or engaging the proper department to assist. On a daily basis, a Law Coordinator can expect to have between 2-4 scheduled calls with clients. On average, Law Coordinators spend about 2 hours on the phone every day.Willingness and readiness to learn and grow in a dynamic, new career field with evolving practices and procedures. QualificationsMinimum 3 years of customer service backgroundComfortable working with technology & word processing systemsA high degree of accuracy and attention to detailAbility to establish rapport with our clients and build strong relationships with our clients in a friendly and confident mannerAbility to prioritize work and complete duties accurately and timelyAbility to work independently, without direct supervisionComfortable working in a fast-paced environment Preferred Qualifications:Bachelor's DegreeMinimum of 2 years of professional-level work experience Job Duties:Provide customer service and be the point of contact for our clients for the wide range of services that we offerRespond to all correspondence within 1 business dayCalling and/or corresponding via email with our clients to provide information, answer questions and/or follow through on requestsUtilize the resources and knowledge of each of our professionals in their respective departmentsAll other duties that may be assigned from time to time by management Full Benefits Include:Competitive compensationInsurance plans including health, dental, vision; short and long-term disability, 401(k) plan, and moreGenerous allocation of paid time off and holidaysUnlimited career growth potential TO APPLY VISIT: full background check, drug screen, internet and social media search is required for employment.Anderson is an EEO employer as defined by the EEOC.Job Posted by ApplicantPro

Keywords: Anderson Business Advisors, Draper , Client Success Coordinator, Other , Draper, Utah